Independence Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Independence Advisors’s Portfolio VEA Stock Details VEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$7.04M	Buy	172,171 +4,408	+3%	+$181K	1.51%	12
2020 Q2	$6.51M	Buy	167,763 +9,213	+6%	+$336K	1.49%	12
2020 Q1	$5.29M	Sell	158,550 -24,572	-13%	-$986K	1.46%	13
2019 Q4	$8.07M	Sell	183,122 -22,663	-11%	-$966K	1.95%	13
2019 Q3	$8.45M	Buy	205,785 +6,747	+3%	+$276K	2.06%	13
2019 Q2	$8.3M	Sell	199,038 -1,054	-0.5%	-$43.4K	2.13%	13
2019 Q1	$8.18M	Buy	200,092 +22,367	+13%	+$894K	2.3%	13
2018 Q4	$6.59M	Sell	177,725 -5,419	-3%	-$215K	2.19%	13
2018 Q3	$7.92M	Buy	183,144 +3,353	+2%	+$145K	2.36%	9
2018 Q2	$7.71M	Buy	179,791 +1,133	+0.6%	+$50.5K	2.47%	9
2018 Q1	$7.91M	Sell	178,658 -2,261	-1%	-$103K	2.61%	9
2017 Q4	$8.12M	Sell	180,919 -7,712	-4%	-$341K	2.74%	9
2017 Q3	$8.19M	Sell	188,631 -648	-0.3%	-$27.5K	3.26%	8
2017 Q2	$7.82M	Sell	189,279 -795	-0.4%	-$32.4K	3.11%	9
2017 Q1	$7.47M	Buy	190,074 +117	+0.1%	+$4.48K	3.13%	9
2016 Q4	$6.94M	Buy	189,957 +6,940	+4%	+$253K	3.05%	9
2016 Q3	$6.85M	Buy	183,017 +44,871	+32%	+$1.65M	3.22%	8
2016 Q2	$4.88M	Buy	+138,146	New	+$4.99M	2.57%	8

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Independence Advisors's VEA Position: Q3 2020 in Review

Independence Advisors increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.6% in Q3 2020, buying an estimated $181K and bringing the position to 172,171 shares worth $7.04M. The position accounts for 1.51% of the portfolio, ranked #12.

Independence Advisors first reported a position in VEA in Q2 2016 and has held it in 18 quarters since. The position peaked at $8.45M in Q3 2019. 1,296 funds tracked by Wall St. Rank hold VEA as of Q3 2020.

Independence Advisors held 172,171 shares of Vanguard FTSE Developed Markets ETF worth $7.04M as of Q3 2020.
Independence Advisors bought 4,408 Vanguard FTSE Developed Markets ETF shares in Q3 2020, an estimated $181K.
Vanguard FTSE Developed Markets ETF made up 1.51% of Independence Advisors's portfolio in Q3 2020, its #12 holding.
Independence Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2016 and has held it in 18 quarters since.
Independence Advisors's Vanguard FTSE Developed Markets ETF position peaked at $8.45M in Q3 2019.
1,296 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.